3 Working with Composite Application Framework Layouts

This chapter contains the following topics:

• Section 3.1, "Understanding Layout Manager Tasks"

• Section 3.2, "Understanding Layouts"

• Section 3.3, "Working with Layouts"

• Section 3.4, "Modifying an Existing Layout"

• Section 3.5, "Deleting Layouts"

• Section 3.6, "Sharing Layouts"

Important:

With the exception of requesting that layouts be shared, the tasks discussed in this chapter cannot be performed on an iPad.

3.1 Understanding Layout Manager Tasks

Your EnterpriseOne administrator enables you to access the Composite Application Framework by identifying an environment, user, form, and application version combination, and granting you permission to create layouts. Layout creators have the same permissions as users granted View Only access as well as the following permissions:

• Create new personal layouts.

• Modify existing personal layouts.

• Request a layout be shared.

• Delete personal layouts.

3.2 Understanding Layouts

Because of the many different monitor and laptop screen sizes, and to support iPad access to the Composite Application Framework, an EnterpriseOne form may have multiple layouts. Each layout includes the EnterpriseOne form and one or more frames of content. The same content can be included in more than one layout for the EnterpriseOne form. So that users other than the content creator can see the content, the content must be published to a publication list. When a content manager creates new content for an application form, typically that content is placed on a new layout or on an existing layout and the layout is shared with authorized users.

3.3 Working with Layouts

There are two kinds of layouts: shared layouts and personal layouts:

When a layout is created and named, that layout is a personal layout. A shared layout is a personal layout that is created by an authorized user and shared with EnterpriseOne roles or *PUBLIC. Typically users with View Only access see shared layouts. Personal layouts can be copied to another user's view of the Composite Application Framework. The Layout drop-down list on the Composite Application Framework shows shared layouts under the Shared Layout category and personal layouts under the My Layouts category.

A shared layout should not be modified. The creator of a shared layout can edit the content in a shared layout and then save the edited version as a new layout, add or delete content and reposition content on the new layout, and then share the new layout with other authorized users. Users who have permission to create layouts, can create a new layout from an existing shared layout and then add any available new content, delete existing content, reposition content on the new layout, and then share the new layout with authorized users. To create and modify layouts, you open the Composite Application Framework in edit mode. If you are not in the framework edit mode, you use the framework as a View Only enabled user.

To open the Composite Application Framework for editing, select Edit Current Page from the EnterpriseOne Personalization menu, as illustrated here:

Figure 3-1 Open the Composite Application Framework for Editing

Description of "Figure 3-1 Open the Composite Application Framework for Editing"

In edit mode, the personalization bar shows the following options for a personal layout:

• Open Existing Content link

• Layout field with current layout showing

• Save Layout icon

• Save As Layout icon

• Delete Layout icon

• Close Edit Mode icon

Figure 3-2 Personalization Bar for Creating and Maintaining Layouts

Description of "Figure 3-2 Personalization Bar for Creating and Maintaining Layouts"

Note:

In edit mode for a shared layout, the personalization bar shows only the Save As Layout icon.

Click the Open Existing Content link to show the published content that is available for the EnterpriseOne form. For you to see all of the content for the EnterpriseOne form, the following conditions must exist:

• The selected layout is Add New Layout.

• The content is published to a Publication List.

• You are a member of the Publication List, and you were a member of the list when the content was published.

Note:

If you select a different layout, the Open Existing Content link shows the published content that is not included in the layout.

The Layout field shows the current layout for the EnterpriseOne form. The drop-down list shows available layouts for the EnterpriseOne form. Available layouts include shared layouts and any personal layouts that you create. The layout that appears on the Composite Application Framework when you open the form is the layout with any customization that you made in your previous user session.

If content exists but is not available to you, verify the following:

• The content is published.

• You are a member of the publication list.

  If the content was created before you were added as a member of the publication list, that content is not available for you.

• You have access to the OBIEE server if the content is an OBIEE object.

You can add available published content to an existing shared layout or in a new layout by selecting the layout from the layout drop-down list on the personalization bar. If you select Add New Layout, only the EnterpriseOne form appears on the workspace, and all of the available published content for the EnterpriseOne form is listed in the Open Existing Content link. If you want to add content on an existing layout, any content already assigned to the layout appears with the EnterpriseOne form on the workspace, and other available published content for the EnterpriseOne form appears in the Open Existing Content link.

Tutorial:

Click here to view a recording of this feature.

Creating a Layout

To modify a shared layout, in the framework edit mode, select the layout and then click the Save As Layout option. This action creates a new personal layout that you can modify.

Use these steps to modify content on a new personal layout:

1. In the framework edit mode, select the layout.

2. Click Open Existing Content.

   A popup window appears listing the available content for the EnterpriseOne form.

3. Click the content icon and drag and drop the empty frame that appears to the workspace.

   You can position the empty frame horizontally or vertically on the framework works.

   The content that you select appears on the framework in a content frame with the description as the title of the content frame. A Detail icon is available on the left-hand side of the title bar. A Close icon is available on the right-hand side of the title bar.

   Repeat Step 3 to add more content to the layout.

   You can remove content from a layout, by clicking the Close icon in the content frame title bar. This action returns the content to the Open Existing Content list.

4. Click the Detail icon to see the details of the content.

   Users granted permission as Layout Creators cannot change the content.

5. Save the layout by clicking Save Layout or Save As Layout on the Personalization bar.

   1. If you created a new personal layout from an existing shared layout, click Save Layout.

   2. If you modified an existing personal layout, click Save As Layout to create a new personal layout, and enter a name (up to 30 characters) in the Enter Layout Name popup window, and then click OK.

      Using this method leaves the original layout unchanged.

Tutorial:

Click here to view a recording of this feature.

3.4 Modifying an Existing Layout

You cannot make layout changes on an existing shared layout. However, you can click the Save As Layout option, which enables you to create a new personal layout that you can modify and share with other users, as discussed in the previous section. You can modify a personal layout by repositioning content, removing content, and adding content.

3.5 Deleting Layouts

You can delete personal layouts. If you delete a personal layout that you have copied to other authorized users, the layout you delete is still available to them.

Use these steps to delete a personal layout:

1. In the framework edit mode, select the layout to be deleted.

2. Click Delete Layout on the Personalization bar.

3. Respond to the confirmation message.

3.6 Sharing Layouts

You can request that a layout be shared with authorized users. Typically your EnterpriseOne administrator performs this task. Provide the following information to your EnterpriseOne administrator:

• Your user ID (or role).

• The application form ID (for example, W01012A).

• The name of the layout.

• The role (or *PUBLIC) with which you want to share the layout.

Shared layouts are listed in the Layout drop-down list on the Composite Application Framework under the Shared Layout category.

Note:

You can request a personal layout be copied to another user ID. Personal layouts are listed in the Layout drop-down list on the Composite application Framework under the My Layouts category.